Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| IMAGE ENTERTAINMENT INC | 248,595 | reported | 03 Oct 2012 | tx 4+500,000−500,000 |
| Custom Truck One Source, Inc. | 48,346 | reported | 01 Apr 2025 | tx 26+636,044−123,849 |
| ContextLogic Inc. | 25,684 | reported | 19 Apr 2025 | tx 5+160,490−25,684 |
| UNIVERSAL BIOSENSORS INC | 20,000 | reported | 26 Sept 2013 | tx 1+20,000 |
| CHANNELADVISOR CORP | 8,384 | reported | 15 Nov 2022 | tx 8+40,635−40,635 |
| Gores Holdings III, Inc. | 0 | reported | 15 Feb 2022 | tx 6+44,068−44,068 |
| NATIONAL FINANCIAL PARTNERS CORP | 0 | reported | 01 Jul 2013 | tx 5+8,049−15,049 |
| ECOLOGY & ENVIRONMENT INC | 0 | reported | 31 Dec 2019 | tx 14+15,944−31,888 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Apr 2025 | EXERCISE | ContextLogic Inc. | 25,684 | 0.00 USD | |
| 19 Apr 2025 | EXERCISE | ContextLogic Inc. | 25,684 | 0.00 USD | deriv |
| 31 Mar 2025 | EXERCISE | Custom Truck One Source, Inc. | 39,993 | 0.00 USD | |
| 01 Apr 2025 | GRANT_AWARD | Custom Truck One Source, Inc. | 48,346 | 0.00 USD | deriv |
| 31 Mar 2025 | EXERCISE | Custom Truck One Source, Inc. | 39,993 | 0.00 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | ContextLogic Inc. | 44,321 | 0.00 USD | deriv |
| 06 Dec 2024 | GRANT_AWARD | ContextLogic Inc. | 64,801 | 0.00 USD | deriv |
| 14 Jun 2024 | PURCHASE | Custom Truck One Source, Inc. | 10,000 | 4.34 USD | |
| 07 May 2024 | PURCHASE | Custom Truck One Source, Inc. | 40,000 | 4.07 USD | |
| 19 Apr 2024 | GRANT_AWARD | ContextLogic Inc. | 25,684 | 0.00 USD | deriv |
| 31 Mar 2024 | EXERCISE | Custom Truck One Source, Inc. | 33,552 | 0.00 USD | |
| 01 Apr 2024 | GRANT_AWARD | Custom Truck One Source, Inc. | 39,993 | 0.00 USD | deriv |
| 31 Mar 2024 | EXERCISE | Custom Truck One Source, Inc. | 33,552 | 0.00 USD | deriv |
| 10 Nov 2023 | PURCHASE | Custom Truck One Source, Inc. | 15,000 | 4.79 USD | |
| 10 Nov 2023 | PURCHASE | Custom Truck One Source, Inc. | 15,000 | 4.79 USD | |
| 15 May 2023 | PURCHASE | Custom Truck One Source, Inc. | 311 | 6.48 USD | anomaly |
| 12 May 2023 | PURCHASE | Custom Truck One Source, Inc. | 19,689 | 6.42 USD | |
| 15 May 2023 | PURCHASE | Custom Truck One Source, Inc. | 20,000 | 6.53 USD | |
| 31 Mar 2023 | EXERCISE | Custom Truck One Source, Inc. | 25,767 | 0.00 USD | |
| 01 Apr 2023 | GRANT_AWARD | Custom Truck One Source, Inc. | 33,552 | 0.00 USD | deriv |
| 31 Mar 2023 | EXERCISE | Custom Truck One Source, Inc. | 25,767 | 0.00 USD | deriv |
| 15 Nov 2022 | OTHER | CHANNELADVISOR CORP | 18,051 | — | |
| 15 Nov 2022 | OTHER | CHANNELADVISOR CORP | 8,384 | — | |
| 11 Oct 2022 | GIFT | CHANNELADVISOR CORP | 1,200 | 0.00 USD | |
| 13 May 2022 | PURCHASE | Custom Truck One Source, Inc. | 20,000 | 5.68 USD |
1 purchase reported after at least 12 months of silence — most recent on 01 Apr 2021.